Job Description

Job Header

Account Executive/Account Manager

Advertiser: Roberts Insurance Providers Pty LtdMore jobs from this company

Job Information

Job Listing Date
6 Jan 2021
Work Type
Full Time
Insurance & Superannuation, Brokerage

We have an opportunity for an enthusiastic, Account Executive/Account Manager to join Roberts Insurance Providers in Hobart.

If you have a minimum of five years of general insurance experience and a high level of self-confidence and energy, then we’d love to hear from you. A significant part of your role will see you liaising with, and presenting to, senior executives and corporate clients, so confidence and clear communication skills are essential.


Key Accountabilities

  • Working with medium sized businesses to Corporate clients, with a focus on Tasmanian business. There will however also be mainland business opportunities.
  • Build and maintain professional relationships with Insurers/Underwriters.
  • Develop and implement renewal strategies and manage the renewal cycle.
  • Ensuring all industry compliance requirements are met, including taking part in training as far as the business’ products and services.


Day-to-day job activities will include:

  • Customer service and systems processing.
  • Preparation of documentation and file management.
  • Handling pre-renewal requests for updates and document preparation.
  • Processing insurance renewals and remarketing existing portfolios.
  • Domestic and commercial business. 


Desired skills and abilities

  • A minimum of five years’ experience in general insurance.
  • The candidate must have a high level of self-confidence with considerable drive, energy and a sense of urgency.
  • Excellent presentation, negotiating, verbal and written communication skills.
  • Relationship management and issue resolution skills.
  • Understanding of Sales and Marketing promotions including retention activity.
  • Ability to respond to change and adopt a flexible/innovative approach to problems as well as opportunities.
  • Is a team player – supportive of colleagues and willing to take on new challenges.
  • Must embody values that encourage collaboration and continuous improvement.
  • Strong achievement and results focus
  • Applicants must have minimum Tier 1 unrestricted accreditation.
  • Preferable to have Diploma of Financial Services (Insurance Broking) and be a Qualified Practicing Insurance Broker (QPIB).


Remuneration will be Commensurate with experience.  


Covering letter & Curriculum Vitae to: [link removed]

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have in the insurance industry?
  • Do you have experience in an administration role?
  • Do you have experience in a role which requires relationship management experience?
  • Have you worked in a role which requires a sound understanding of claims management processes?

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